Not yet time to get worried about AI spend, says Trivariate's Adam Parker

Welcome back. The major averages heading for their third negative day in a row. Here with where he sees the market heading now, Triariat Research and CNBC contributor Adam Parkets.Good to see you. Hey Scott, how are you. Does that smile match how you feel currently about the stock market or are you a little concerned that we might be vulnerable.The smile was cuz I was happy to see you. Um the vulnerability I think is what what am I worried about. I'm worried that, you know, when I do my meetings now, people ...